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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
776
Professional Financial Advisors
Nebraska
$1.31M -$21.8K -270 -2%
FIM
777
Fruth Investment Management
Texas
$1.3M -$6.71K -83 -0.5%
CT
778
Caldwell Trust
Florida
$1.29M +$19.7K +243 +2%
FFS
779
Founders Financial Securities
Maryland
$1.28M +$728 +9 +0.1%
BOH
780
Bank of Hawaii
Hawaii
$1.28M -$3.64K -45 -0.3%
NHC
781
Nicholas Hoffman & Company
Georgia
$1.28M -$28.7K -355 -2%
MUAMU
782
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.26M – – –
CNWM
783
Clay Northam Wealth Management
California
$1.25M +$1.2M +14,880 New
TMAM
784
Tokio Marine Asset Management
Japan
$1.24M +$81.5K +1,008 +7%
EWA
785
EP Wealth Advisors
California
$1.24M +$97.2K +1,201 +9%
RA
786
Royce & Associates
New York
$1.23M – – –
LWAM
787
Legacy Wealth Asset Management
Minnesota
$1.23M -$22.7K -281 -2%
UCI
788
Uncommon Cents Investing
Wisconsin
$1.23M – – –
ESB
789
Essex Savings Bank
Connecticut
$1.22M +$14.7K +182 +1%
LCH
790
Lee Capital Holdings
New York
$1.22M +$228K +2,820 +24%
SPIA
791
Steward Partners Investment Advisory
New York
$1.22M -$37.5K -463 -3%
SSWM
792
Sheets Smith Wealth Management
North Carolina
$1.22M +$644K +7,962 +123%
KF
793
Krilogy Financial
Missouri
$1.21M -$25.4K -314 -2%
MJRIC
794
Mogy Joel R Investment Counsel
California
$1.21M +$3.8K +47 +0.3%
AT
795
Arden Trust
Delaware
$1.18M -$28.2K -349 -2%
CFB
796
Cullen/Frost Bankers
Texas
$1.18M -$45K -556 -4%
BAM
797
Barrett Asset Management
New York
$1.18M +$345K +4,265 +44%
SRC
798
Sage Rhino Capital
California
$1.17M -$169K -2,091 -13%
WS
799
Wedbush Securities
California
$1.17M -$23.4K -289 -2%
EAM
800
Eagle Asset Management
Florida
$1.16M +$45.4K +561 +4%
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